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Ashton Michelle Vattelana

Edward Jones

Hagerstown, MD

CRD 7487312

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-05-20
MD RA APPROVED 2022-03-15
  • TX RA
    APPROVED
    Since 2022-05-20
  • MD RA
    APPROVED
    Since 2022-03-15

Branch Locations

19405 Emerald Sq Suite 1200, Hagerstown, MD 21742-3637 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones Hagerstown MD 01/2022 Present
F. Hoffmann-La Roche Ag, Diagnostics Branchburg NJ 05/2019 11/2021
Unemployed Waynesboro PA 02/2019 05/2019
Scottfield Stables Lenhartsville PA 11/2018 02/2019
Astrazeneca Pharmaceuticals Frederick MD 02/2014 11/2018
  • 01/2022 → Present
    Hagerstown, MD
  • 05/2019 → 11/2021
    F. Hoffmann-La Roche Ag, Diagnostics
    Branchburg, NJ
  • 02/2019 → 05/2019
    Unemployed
    Waynesboro, PA
  • 11/2018 → 02/2019
    Scottfield Stables
    Lenhartsville, PA
  • 02/2014 → 11/2018
    Astrazeneca Pharmaceuticals
    Frederick, MD
Other Businesses

United Way of Washington County Type: Date: 07/08/22 Title: Community Impact Committee mem Trad Hrs: 0 Tot Hrs: 0 Desc: 1. Facilitates a community response to identified community needs through fundraising and awareness 2. Recommends recipients for Community Impact grant requests as part of the Grant Review team 3. Monitors and evaluates appropriate usage of awarded City-State: Hagerstown MD" "Meritus Health Foundation Type: Date: 08/03/23 Title: Board Member Trad Hrs: 0 Tot Hrs: 0 Desc: Take all opportunities to be a good ambassador for the organization and advocate on behalf of the organization in matters of important issues and encourage philanthropic support to advance the organizational mission. City-State: Hagerstown MD"

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-14
  • S66 Uniform Combined State Law Examination
    2022-03-14

View on SEC IAPD

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